Associate (Estate Planning & Trust, HNW)

Company: Jobot
Location: Newton
Posted on: June 27, 2025

Job Description:

Partnership Track - Hybrid - 1700 Billables This Jobot Job is hosted by: Amanda Cohen Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $150,000 - $150,000 per year A bit about us: We are a boutique Boston-based law firm specializing in estate planning, probate administration, transfer tax strategy, business succession, and charitable planning. For over 50 years, our reputation has been built on lasting client relationships founded on trust, integrity, and personal attention. We pride ourselves on delivering customized legal solutions for high-net-worth individuals and families, while fostering a collaborative environment rooted in professionalism and respect. Here, you’re not just another attorney—you’re a trusted advisor. Why join us? Dedicated Support – Attorneys are paired with assistants at a 1:1 or 1:2 ratio, providing full administrative and drafting support. Associates are not expected to draft documents themselves, allowing them to focus on strategic client work and higher-level planning. Client-Facing Opportunities – Associates work directly with clients from day one, gaining firsthand experience with sophisticated estate and trust matters. For those who prefer a more behind-the-scenes role, the firm offers flexibility to accommodate different working styles. Work/Life Balance – We believe top-tier legal work and a fulfilling personal life can go hand-in-hand. The firm fosters a healthy, sustainable pace for long-term success. Collaborative Culture – Our close-knit team thrives on mentorship, shared expertise, and mutual respect. Your voice matters here, and your growth is prioritized. Compensation & Benefits – The firm offers a generous annual bonus structure, comprehensive medical, dental, life, STD/LTC insurance, commuting expense benefits, paid time off, and a 401(k) with matching and vesting after one year. Path to Partnership – Associates who are driven, client-focused, and committed to excellence have a clear and supported path to partnership. High-Caliber Work – Work with ultra-high-net-worth clients on meaningful estate, tax, and succession planning. Associates are seen, supported, and trusted as key contributors in the client relationship. Job Details We are seeking a dedicated and detail-oriented Associate to join our growing firm. The ideal candidate will have experience in estate and trust planning, transfer tax matters, or probate administration, and will be excited to work in a boutique firm environment with a high level of client interaction. The ideal candidate will also have experience working with HNW and UHNW clients. Responsibilities: Advise clients on estate, gift, and generation-skipping transfer tax matters Assist with estate and trust administration, including probate proceedings Coordinate closely with clients, accountants, financial advisors, and other professionals Manage client relationships with the highest degree of discretion and professionalism Collaborate with partners and other attorneys on case strategy and execution Requirements: J.D. and admission to the Massachusetts Bar 3 years of relevant experience Strong academic background and writing skills Interest in working with UHNW clients and a desire for direct client contact Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: Jobot, Nantucket , Associate (Estate Planning & Trust, HNW), Legal , Newton, Massachusetts